MACQUARIE ADVISER SERVICES
People & Products
Coin Financial Software has announced a change of senior management, as the head of Coin, Robert McCabe, moves into a new role within Macquarie Banking and Financial Serv...
Superannuation
The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...
Financial planning
Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....
People & Products
Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....
Policy & Regulation
Macquarie Wrap says it has responded to the changing industry environment and shift to fee-for-service with the launch of a new range of investment, superannuation and pe...
Superannuation
Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...
Superannuation
Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...
Tools & guides
David Shirlow takes a look at the Government's concessional superannuation contribution changes and what they mean for clients....
Financial planning
COIN software has launched a new mortgage module for COIN Office, targeting the increasing number of financial advisers offering mortgage broking services to their client...
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
Financial planning
Platform technology has developed to the point where it can adapt to meet the evolving needs of advisers, including an opt in solution, according to Macquarie Adviser Ser...
Editorial
Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....
Financial planning
Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups....
Financial planning
Macquarie Wrap has launched a Pension Update facility that enables clients to consolidate superannuation money into a single account based pension....
Top 100
A history of innovation was responsible for Macquarie getting the top spot in the business overheads product category of the Adviser Choice Risk Awards....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...